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Personal financial planning topics

Resources on regulation, practice development, investments, pensions, retirement planning, estate planning, wills and probate, and property.
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Practice development

PERSONAL FINANCIAL PLANNING COMMUNITY Risk in times of uncertainty - A guide to Cyber and PII
  • 11 Aug 2020
  • Personal Financial Planning Community
This is an insightful, relevant and practical webinar on the current state of the cyber and professional indemnity insurance markets, the risks you need to be aware of as an accountant.
ICAEW DPB Licence
Making practical uses of your DPB Licence
What’s on your radar? Practice issues you need to know about
  • 15 Apr 2020
  • ICAEW
This webinar will alert you to changes in laws, regulations and best practice that you need to know about, and will provide a concise overview of what is happening in each featured field.
Lifetime wealth planning guide
Unlocking opportunity - delivering personal financial planning through collaboration.
PERSONAL FINANCIAL PLANNING COMMUNITY Fit For The Future
  • 20 Apr 2016
  • Richard Bertin
The culture of personal financial responsibility is strong in the US and is moving that way in the UK. Richard Bertin reports on this year’s AICPA conference
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Investment

PERSONAL FINANCIAL PLANNING COMMUNITY Financial planning steps through your 30s and 40s
  • 24 Sep 2020
  • Personal Financial Planning Community
The aim of this webinar is to help those building their careers and those in the “accumulation phase” of life to make sensible financial planning decisions at a time when personal financial resources are often quite stretched.
WealthCare: Generating long-term sustainable income for your retirement
  • 09 Sep 2020
  • ICAEW
Iain Barnes and Sam Pitts-Tucker from Netwealth discuss generating long-term sustainable income for your retirement, followed by a Q&A session.
PERSONAL FINANCIAL PLANNING COMMUNITY Personal Financial Planning Community
  • 21 Jul 2017
  • Personal Financial Planning Community
Personal Financial Planning (PFP) is an area in which ICAEW Chartered Accountants are able to use their skills and experience and trusted relationships to deliver complementary services and work with other professionals to help clients and their families manage their personal finances. This increasingly important area of professional advice typically involves aspects of lifetime cash-flow modelling, investments, pensions and retirement planning, tax and estate planning, probate and personal insurances.
PERSONAL FINANCIAL PLANNING COMMUNITY Managing your investments and savings during a period of uncertainty
  • 11 May 2020
  • Personal Financial Planning Community
In this webinar, ICAEW and Netwealth explored how to help protect your savings and investments in disruptive market environments.
PERSONAL FINANCIAL PLANNING COMMUNITY Maintaining income amid market turmoil
  • 22 Apr 2020
  • PDF (2,106kb)
  • Personal Financial Planning Community
Presentations slides from our webinar which focused on strategies for dealing with clients in drawdown, or about to enter drawdown
PERSONAL FINANCIAL PLANNING COMMUNITY Step on or step up the property ladder
  • 24 Mar 2020
  • Personal Financial Planning Community
Members in practice, financial advisory, business and all of us in our private lives are impacted by decisions around mortgages. Jatin Patel (JP), Founding Partner in Kinnison Limited, unwraps the property market.
PERSONAL FINANCIAL PLANNING COMMUNITY FIRE today, jam tomorrow?
  • 06 Jun 2019
  • Nick Martindale
The FIRE movement inspires a generation to live frugally, save hard and retire early – but what are the risks?
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Pensions and Retirement Planning

PERSONAL FINANCIAL PLANNING COMMUNITY Freedom and choice in pensions
  • 04 Nov 2021
  • PDF (728kb)
  • Personal Financial Planning Community
This technical guide provides detailed information on the rules and regulations for Pension Freedoms. The guide has been designed to help professionals get-to-grips with this complicated and increasingly important area.
PERSONAL FINANCIAL PLANNING COMMUNITY Personal Financial Planning Community
  • 21 Jul 2017
  • Personal Financial Planning Community
Personal Financial Planning (PFP) is an area in which ICAEW Chartered Accountants are able to use their skills and experience and trusted relationships to deliver complementary services and work with other professionals to help clients and their families manage their personal finances. This increasingly important area of professional advice typically involves aspects of lifetime cash-flow modelling, investments, pensions and retirement planning, tax and estate planning, probate and personal insurances.
PERSONAL FINANCIAL PLANNING COMMUNITY Maintaining income amid market turmoil
  • 22 Apr 2020
  • PDF (2,106kb)
  • Personal Financial Planning Community
Presentations slides from our webinar which focused on strategies for dealing with clients in drawdown, or about to enter drawdown
Pension Funding and the approach to retirement
  • 01 Nov 2018
In this webinar we help you get-to-grips with the complexities of the pensions regime prior to and whilst drawing benefits
Providing for your retirement: buy–to–let property or pension
Following changes to the tax treatment of buy-to-let property and with Brexit fast approaching we consider the outlook for buy-to-let property and consider the pros and cons of property vs. pensions.
Retirement Planning Navigating the Annual and Lifetime Allowances
Changes to pension legislation, the constraints of both Annual and Lifetime Allowances as well as rising inflation and longevity are make saving for retirement increasingly difficult. In this webinar, we explain how prudent planning can help.
PERSONAL FINANCIAL PLANNING COMMUNITY Will I have enough for my retirement?
  • 28 Mar 2019
  • Personal Financial Planning Community
Investing in your retirement gives you the peace of mind that you are going to be comfortable in your later years. There are a number of models you can choose to help you control your planning and funding ahead of your retirement. This webinar will walk you through these options and provide more ways you can extend the value of your retirement pot.
Lifetime allowance and annual allowance planning for the high net worth client
Guidance from Prudential on what to consider in relation to the Lifetime Allowance and Annual Allowance to see if pension saving is still right for high net worth clients.
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Wills, Probate & Estate Planning

PERSONAL FINANCIAL PLANNING COMMUNITY Future practitioner probate workshop
  • 06 Jun 2018
  • Personal Financial Planning Community
Slides from 'The Future Practitioner - Probate Workshop' which was held on 22 May 2018.
BUSINESS LAW Probate services
  • 29 Apr 2015
  • Business Law
ICAEW is an approved regulator and licensing authority for probate services. This enables us to accredit firms to offer probate services to their clients. Here we explain the benefits of accreditation and the application process, provide support for accredited firms and also information for consumers including a register of ICAEW accredited for probate firms.
PERSONAL FINANCIAL PLANNING COMMUNITY Modernising intestacy rules
  • 08 Apr 2015
  • Jane Netting
Spouses and civil partners are set to benefit from changes in the rules of intestacy. Jane Netting explains the practical implications of dying without a will.

Property

Why the mortgage market may now be out of reach for many
  • 10 Jul 2023
  • ICAEW Insights
With Bank of England base rates predicted to reach as high as 7% by the end of the year, millions of Britons are scrambling to find affordable mortgage refinancing
Covid-19 WealthCare Update: Property series Part I
  • 09 Jun 2020
  • Personal Financial Planning Community
In part one of the WealthCare Update series, John Gaskell, ICAEW Head of Personal Financial Planning, interviewed industry experts Kate Faulkner and Jatin Patel on the implications Covid-19 may have for first-time buyers and those that are looking to step-up or step-down the property ladder.
PERSONAL FINANCIAL PLANNING COMMUNITY Mortgage Market Update - COVID-19 Self-Employed and Partners (ICAEW)
  • 06 Apr 2020
  • PDF (238kb)
  • Kinnison Property Finance Experts
For the self-employed/partners either with an existing mortgage looking to remortgage or those purchasing a new home, the big question is, how will lenders review their position and assess their affordability?
PERSONAL FINANCIAL PLANNING COMMUNITY Mortgage Market Update - COVID-19 questions answered
  • 20 Apr 2020
  • PDF (356kb)
  • Kinnison Property Finance Experts
Update on the state of the mortgage market during the coronavirus pandemic. Guidance from Kinnison: Property Finance Experts.
PERSONAL FINANCIAL PLANNING COMMUNITY Step on or step up the property ladder
  • 24 Mar 2020
  • Personal Financial Planning Community
Members in practice, financial advisory, business and all of us in our private lives are impacted by decisions around mortgages. Jatin Patel (JP), Founding Partner in Kinnison Limited, unwraps the property market.
Exclusive PERSONAL FINANCIAL PLANNING COMMUNITY Investments
  • 18 Jul 2017
  • Personal Financial Planning Community
Updates and insights related to investment.
Exclusive PERSONAL FINANCIAL PLANNING COMMUNITY Personal Financial Planning Regulation
  • 18 Jul 2017
  • Personal Financial Planning Community
Resources relating to Personal Financial Planning regulation.
Exclusive PERSONAL FINANCIAL PLANNING COMMUNITY Property
  • 15 Apr 2020
  • Personal Financial Planning Community
Resources to support you and your clients during the coronavirus (COVID-19) crisis relating to property.
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Industry press

The ICAEW Library & Information Service provides a hand-picked collection of industry press articles as a benefit of ICAEW membership. If you are unable to access an article, please see our Online resources troubleshooting or contact library@icaew.com.

Exclusive What every woman needs to know about retiring
  • Article
  • 01 Mar 2024
  • Jennifer Waters
Article on the financial challenges women often face in retirement. It highlights that women typically earn less than men over their lifetimes, have less saved in retirement accounts and live longer. Provides advice on financial planning and what women need to do for a secure retirement.
Exclusive How to make your retirement money last 100 years
  • Article
  • 25 Jan 2024
  • Adam Shell
With the number of Americans living to age 100 or over projected to quadruple over the next 30 years, the author discusses how to plan for a longer retirement. Tips to help stretch retirement income are given which include working longer, securing personal finances, running financial scenarios, investing in the market and seeking professional advice.
Exclusive Institutions see green in natural capital: But investors still cautious about strategies in blooming asset class
  • Article
  • 11 Dec 2023
  • Sophie Baker
UK pension funds are exploring the blossoming opportunity for investment in projects and strategies that put nature at their heart to yield societal, environmental and economic benefits - so-called natural capital. Schroders' Institutional Investor Study 2023 of 770 global investors found that 26% of respondents expected to increase or significantly increase their allocation to natural capital over the next twelve months.
Exclusive Six communication dos and don'ts for next-gen advisers
  • Article
  • 01 Dec 2023
  • Kristine McManus
Good communication is more than the way you speak - it's about making sure clients feel heard, says Kristine McManus. The article offers advice on client management for financial advisers, highlighting communication essentials such as setting expectations, clarifying value propositions and avoiding haphazard communication.
Exclusive Hunt plans UK pension revamp to unlock billions for investment
  • Article
  • 16 Nov 2023
  • Merryn Somerset Webb
Chancellor Jeremy Hunt is set to unveil a package of growth reforms that will allow British companies to release billions of pounds from pension funds for investment. The Pension Protection Fund will also be given new powers to consolidate small retirement plans, with the aim of enabling funds to make larger investments in the UK. The government hopes that these measures will close the UK's investment gap with Europe and boost the country's growth rate.
Exclusive UK house prices fall for first time in 11 years, official data shows
  • Article
  • 15 Nov 2023
  • Lucy White
UK house prices fell by 0.1% year-on-year in September 2023, marking the first decline in over a decade, according to the Office for National Statistics (ONS). The drop was attributed to higher mortgage rates impacting activity in the housing market. The ONS data aligns with reports from mortgage lenders and property portal Rightmove, which have also indicated falling house prices. Simultaneously rental prices have been rising, with a 6.1% year-on-year increase in October 2023, driven by factors such as an influx of students and a lack of rental supply.
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Thought leadership

Our thought leadership is intended to change thinking and behaviour. We want to help our members do their jobs as best they can. Ultimately, this will enable a world of sustainable economies.
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Rodin's The Thinker
Information

Some of the content on this web page was provided by the Chartered Accountants’ Trust for Education and Research, a registered charity, which owns the library and operates it for ICAEW.